AIM

Allen Investment Management Portfolio holdings

AUM $9.17B
1-Year Est. Return 26.06%
This Quarter Est. Return
1 Year Est. Return
+26.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.23B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$64.1M
3
+$52.9M
4
MCO icon
Moody's
MCO
+$45.7M
5
V icon
Visa
V
+$42.8M

Top Sells

1
+$88.2M
2
+$71.6M
3
+$63.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$53.8M
5
LOW icon
Lowe's Companies
LOW
+$44.2M

Sector Composition

1 Financials 29.29%
2 Technology 22.96%
3 Consumer Discretionary 11.38%
4 Healthcare 11.21%
5 Communication Services 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.76M 0.08%
257,827
+168,051
77
$6.68M 0.08%
62,583
78
$6.45M 0.08%
+37,622
79
$6.32M 0.08%
48,702
+46,254
80
$6.2M 0.08%
38,246
+36,366
81
$6.15M 0.07%
93,947
82
$6.15M 0.07%
86,085
83
$6.12M 0.07%
10
84
$6.08M 0.07%
204,584
85
$5.95M 0.07%
151,958
-194
86
$5.88M 0.07%
232,090
87
$5.87M 0.07%
6,488
-12
88
$5.58M 0.07%
+66,398
89
$5.53M 0.07%
+9,376
90
$5.53M 0.07%
16,061
-1,034
91
$5.42M 0.07%
176,957
+66,577
92
$5.34M 0.06%
33,260
-3,070
93
$4.99M 0.06%
19,564
94
$4.87M 0.06%
161,044
95
$4.63M 0.06%
30,538
+23,264
96
$4.51M 0.05%
36,424
97
$4.4M 0.05%
44,098
98
$4.4M 0.05%
60,077
99
$3.98M 0.05%
22,478
-24,905
100
$3.64M 0.04%
+173,722
2 3
4
5 6